Ameriserv Financial Inc
ASRV- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000707605
In the last 90 days, Ameriserv Financial Inc insiders filed 1 open-market purchase and 1 sale; 35 institutions reported holding it in 13F filings for Q2 2026, worth $25.8M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Ameriserv Financial Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 39
- +2 vs. Q1 2025
- Shares held
- 6.86M
- +193.0K (+2.9%) vs. Q1 2025
- Total value
- $20.9M
- +$4.65M (+28.7%) vs. Q1 2025
- New holders
- 5
- 13 more added
- Sold out
- 3
- 6 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ASRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $25.8M |
| Q1 2026 | 35 | $24.1M |
| Q4 2025 | 33 | $21.3M |
| Q3 2025 | 37 | $19.8M |
| Q2 2025 | 39 | $20.9M |
| Q1 2025 | 37 | $16.2M |
| Q4 2024 | 35 | $17.4M |
| Q3 2024 | 30 | $15.0M |
| Q2 2024 | 33 | $12.0M |
| Q1 2024 | 31 | $13.9M |
| Q4 2023 | 32 | $17.7M |
| Q3 2023 | 31 | $15.7M |
| Q2 2023 | 34 | $15.0M |
| Q1 2023 | 31 | $17.4M |
| Q4 2022 | 33 | $23.9M |
| Q3 2022 | 29 | $24.9M |
| Q2 2022 | 27 | $26.0M |
| Q1 2022 | 32 | $28.5M |
| Q4 2021 | 34 | $27.6M |
| Q3 2021 | 31 | $28.1M |
| Q2 2021 | 34 | $28.5M |
| Q1 2021 | 33 | $29.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Ameriserv Financial Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 98 | $0 | 0.00% | +2+2.1% | Added |
| Wells Fargo & Company | 0 | $1 | 0.00% | −1−100.0% | Reduced |
| Morgan Stanley | 1 | $4 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $40 | 0.00% | +1+8.3% | Added |
| Tower Research Capital LLC (TRC) | 98 | $298 | 0.00% | −1,435−93.6% | Reduced |
| Raymond James Financial Inc | 108 | $328 | 0.00% | +108 | New |
| IFP Advisors, Inc | 114 | $347 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 179 | $544 | 0.00% | +51+39.8% | Added |
| The PNC Financial Services Group, Inc. | 474 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 995 | $2.87K | 0.00% | +12+1.2% | Added |
| Salomon & Ludwin, LLC | 1,209 | $3.65K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,200 | $4.00K | 0.00% | +1,154+2,508.7% | Added |
| UBS Group AG | 3,615 | $11.0K | 0.00% | +3,615 | New |
| State of Wyoming | 3,865 | $11.8K | 0.00% | +3,865 | New |
| Schulhoff & Co Inc | 13,000 | $39.5K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,046 | $39.7K | 0.00% | +151+1.2% | Added |
| Captrust Financial Advisors | 13,483 | $41.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 17,847 | $54.3K | 0.00% | +17,847 | New |
| State Street Corp | 18,990 | $57.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 25,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 25,700 | $77.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 30,560 | $92.9K | 0.00% | −121−0.4% | Reduced |
| Susquehanna International Group, LLP | 34,854 | $106.0K | 0.00% | −14,278−29.1% | Reduced |
| Abacus Planning Group, Inc. | 42,513 | $129.2K | 0.02% | 00.0% | Unchanged |
| Minerva Advisors LLC | 58,200 | $174.6K | 0.11% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 67,226 | $204.4K | 0.03% | −162,760−70.8% | Reduced |
| Lesa Sroufe & Co | 100,000 | $304.0K | 0.28% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 100,000 | $304.0K | 0.43% | 00.0% | Unchanged |
| Empowered Funds, LLC | 102,806 | $312.5K | 0.00% | +1,594+1.6% | Added |
| Geode Capital Management, LLC | 139,606 | $424.5K | 0.00% | +1,566+1.1% | Added |
| BlackRock, Inc. | 139,888 | $425.3K | 0.00% | −2,413−1.7% | Reduced |
| Bridgeway Capital Management, LLC | 206,177 | $626.8K | 0.01% | +1,594+0.8% | Added |
| Ewa, LLC | 238,822 | $726.0K | 0.23% | +238,822 | New |
| Oppenheimer & Close, LLC | 352,583 | $1.07M | 0.82% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 582,776 | $1.77M | 0.00% | +12,602+2.2% | Added |
| Vanguard Group Inc | 780,935 | $2.37M | 0.00% | +58,554+8.1% | Added |
| West Chester Capital Advisors, Inc | 943,301 | $2.87M | 1.42% | +40,946+4.5% | Added |
| Dimensional Fund Advisors LP | 1,166,256 | $3.55M | 0.00% | +3,551+0.3% | Added |
| Gendell Jeffrey L | 1,635,677 | $4.97M | 0.13% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |